Varian Semiconductor Equipment Associates -- VSEA Message Board

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Technology Stocks : Varian Semiconductor Equipment Associates -- VSEA

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To: Proud_Infidel who wrote (839)	9/12/2000 9:29:10 PM
From: Proud_Infidel	Read Replies (2) of 1929

"No Semiconductor Slowdown Ahead" biz.yahoo.com Mr. Aurelio believes we are "in the early stages of the cycle" In reference to rumblings of a PC slowdown "we don't see what the financial analysts are reporting." "Memory yet to kick in" "Japanese spending has been nonexistent for the past several years but is now starting to pick up." Sees rev of ~900M for '01 assuming 40% market share and expect to AT LEAST maintain their current market share. Margins have room for improvement- target 50% "Very comfortable" with consensus EPS estimates

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